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Lawrence Lepard — market thesis over time

Tracked across 24 of Lawrence Lepard's own interviews · Feb 2025 → Jun 2026 · 3 core assets

Where Lawrence Lepard stands now

His latest tracked stance on each asset, most-covered first.

Gold
bullish · 100% bull
20 interviews · last Jun 2026
Bitcoin
bullish · 100% bull
19 interviews · last Jun 2026
Silver
bullish · 100% bull
8 interviews · last Jun 2026

Conviction ribbon

Each cell is a week; colour = how bullish, opacity = airtime. Click a cell to jump to the clip.

Gold20Gold · week of 2025-02-24 — bull 100% · 3 claims / 1 interviewsGold · week of 2025-03-17 — bull 100% · 4 claims / 1 interviewsGold · week of 2025-03-31 — bull 100% · 1 claims / 1 interviewsGold · week of 2025-04-14 — bull 100% · 3 claims / 1 interviewsGold · week of 2025-04-21 — bull 84% · 3 claims / 1 interviewsGold · week of 2025-08-25 — bull 100% · 1 claims / 1 interviewsGold · week of 2025-09-01 — bull 100% · 2 claims / 2 interviewsGold · week of 2025-09-08 — bull 100% · 4 claims / 1 interviewsGold · week of 2025-10-13 — bull 100% · 2 claims / 2 interviewsGold · week of 2025-11-03 — bull 100% · 11 claims / 2 interviewsGold · week of 2025-11-10 — bull 100% · 3 claims / 1 interviewsGold · week of 2025-12-29 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-03-30 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-06-01 — bull 100% · 2 claims / 1 interviewsGold · week of 2026-06-15 — bull 100% · 2 claims / 1 interviewsGold · week of 2026-06-22 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-06-29 — bull 100% · 3 claims / 1 interviewsBitcoin19Bitcoin · week of 2025-02-24 — bull 100% · 1 claims / 1 interviewsBitcoin · week of 2025-03-17 — bull 100% · 2 claims / 1 interviewsBitcoin · week of 2025-03-31 — bull 100% · 2 claims / 1 interviewsBitcoin · week of 2025-04-14 — bull 100% · 2 claims / 1 interviewsBitcoin · week of 2025-04-21 — bull 100% · 2 claims / 1 interviewsBitcoin · week of 2025-06-02 — bull 100% · 2 claims / 1 interviewsBitcoin · week of 2025-08-25 — bull 10% · 5 claims / 1 interviewsBitcoin · week of 2025-09-01 — bull 100% · 5 claims / 1 interviewsBitcoin · week of 2025-09-08 — bull 100% · 1 claims / 1 interviewsBitcoin · week of 2025-10-13 — bull 68% · 3 claims / 2 interviewsBitcoin · week of 2025-11-03 — bull 100% · 7 claims / 3 interviewsBitcoin · week of 2025-11-10 — bull 100% · 3 claims / 1 interviewsBitcoin · week of 2025-12-29 — bull 100% · 1 claims / 1 interviewsBitcoin · week of 2026-03-30 — bull 100% · 1 claims / 1 interviewsBitcoin · week of 2026-06-01 — bull 100% · 1 claims / 1 interviewsBitcoin · week of 2026-06-15 — bull 100% · 3 claims / 1 interviewsSilver8Silver · week of 2025-09-08 — bull 100% · 2 claims / 1 interviewsSilver · week of 2025-10-13 — bull 100% · 1 claims / 1 interviewsSilver · week of 2025-11-03 — bull 100% · 3 claims / 1 interviewsSilver · week of 2025-12-29 — bull 86% · 7 claims / 1 interviewsSilver · week of 2026-03-30 — bull 100% · 3 claims / 1 interviewsSilver · week of 2026-06-01 — bull 100% · 1 claims / 1 interviewsSilver · week of 2026-06-22 — bull 100% · 1 claims / 1 interviewsSilver · week of 2026-06-29 — bull 100% · 2 claims / 1 interviewsFeb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26

Gold

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual Gold price.

10050052303182Gold · week of 2025-02-24 — bull 100% · 3 claims / 1 interviews “Gold at a record high and Bitcoin near a record high is primary evidence that the world is in a sovereign debt crisis and fiat money is at r”Gold · week of 2025-03-17 — bull 100% · 4 claims / 1 interviews “In a sovereign debt crisis monetary reset, gold would need to trade at $80,000 per ounce to balance US gold holdings against dollars outstan”Gold · week of 2025-03-31 — bull 100% · 1 claims / 1 interviews “Gold's relentless rise to record highs and Bitcoin's record high are 'canaries in the coal mine' signaling monetary debasement.”Gold · week of 2025-04-14 — bull 100% · 3 claims / 1 interviews “Gold's relentless bid and 55% price increase over the last year signal that markets are losing confidence in sovereign currencies and govern”Gold · week of 2025-04-21 — bull 84% · 3 claims / 1 interviews “Gold could hit $5,000 easily this year or certainly in the next several years, and then $10,000 after that.”Gold · week of 2025-08-25 — bull 100% · 1 claims / 1 interviews “Gold has a bull flag pattern and will break above $3,500 and move to $4,000 with a catalyst.”Gold · week of 2025-09-01 — bull 100% · 2 claims / 2 interviews “Gold and Bitcoin are the solution to protect investors from fiat currency debasement because the government cannot print them.”Gold · week of 2025-09-08 — bull 100% · 4 claims / 1 interviews “A large inflationary wave is coming that will exceed 9%, and we are only in the second or third inning of this gold bull market.”Gold · week of 2025-10-13 — bull 100% · 2 claims / 2 interviews “Gold and silver have broken out because the market is pricing in future monetary debasement.”Gold · week of 2025-11-03 — bull 100% · 11 claims / 2 interviews “Gold will run up to approximately 5100 in the current active trade setup.”Gold · week of 2025-11-10 — bull 100% · 3 claims / 1 interviews “Gold is going to $10,000, $20,000, or $50,000 because of the amount of fiat money that has been printed.”Gold · week of 2025-12-29 — bull 100% · 1 claims / 1 interviews “Gold will reach $5,000-$6,000 by end of next year and $10,000-$20,000 is possible on a historical bull-market analogy.”Gold · week of 2026-03-30 — bull 100% · 1 claims / 1 interviews “The incoming Fed chair will likely enact a large money-printing or QE-like program under a new name because the government mathematically ca”Gold · week of 2026-06-01 — bull 100% · 2 claims / 1 interviews “Bitcoin, gold, and silver are all massively bullish despite recent poor price behavior, and the market is in a period like early last year w”Gold · week of 2026-06-15 — bull 100% · 2 claims / 1 interviews “Gold is going higher and the next leg up will occur this year, likely in Q3.”Gold · week of 2026-06-22 — bull 100% · 1 claims / 1 interviews “Gold and silver are in a long-term bull market and the current pullback is just a correction from an overbought trend.”Gold · week of 2026-06-29 — bull 100% · 3 claims / 1 interviews “Gold will be at 6,000, maybe 7,000 by next calendar year, challenging the high around 5,400.”Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26

Bitcoin

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual Bitcoin price.

10050012351359532Bitcoin · week of 2025-02-24 — bull 100% · 1 claims / 1 interviews “Bitcoin is superior to gold as a monetary asset because it eliminates counterparty risk through its transparent, verifiable distributed ledg”Bitcoin · week of 2025-03-17 — bull 100% · 2 claims / 1 interviews “Bitcoin is one of the most asymmetric bets available right now, with substantial upside and relatively low odds of failure.”Bitcoin · week of 2025-03-31 — bull 100% · 2 claims / 1 interviews “Bitcoin is the single most asymmetric bet I have ever encountered.”Bitcoin · week of 2025-04-14 — bull 100% · 2 claims / 1 interviews “Bitcoin will become a tier-one reserve asset, as it is going through a technology adoption curve similar to the cell phone.”Bitcoin · week of 2025-04-21 — bull 100% · 2 claims / 1 interviews “Bitcoin will continue to outperform gold over time, but with extreme volatility including 50-60% drawdowns.”Bitcoin · week of 2025-06-02 — bull 100% · 2 claims / 1 interviews “Bitcoin will reach multiple millions of dollars per coin.”Bitcoin · week of 2025-08-25 — bull 10% · 5 claims / 1 interviews “Bitcoin breaking below its 200-day moving average and MicroStrategy's stock breaking its 200-day moving average is a first signal of a broad”Bitcoin · week of 2025-09-01 — bull 100% · 5 claims / 1 interviews “Bitcoin is ultimately where everybody is going to go as the monetary reset asset, potentially after an interim gold step.”Bitcoin · week of 2025-09-08 — bull 100% · 1 claims / 1 interviews “Bitcoin has not peaked yet this cycle and still has another leg up.”Bitcoin · week of 2025-10-13 — bull 68% · 3 claims / 2 interviews “Bitcoin is about to go to $250,000.”Bitcoin · week of 2025-11-03 — bull 100% · 7 claims / 3 interviews “Everything in the crypto world that isn't Bitcoin is a scam.”Bitcoin · week of 2025-11-10 — bull 100% · 3 claims / 1 interviews “Bitcoin and gold are the only sound monies that exist because they have limited supply and are outside the government system.”Bitcoin · week of 2025-12-29 — bull 100% · 1 claims / 1 interviews “Bitcoin is a screaming buy relative to gold based on the Bitcoin/gold chart.”Bitcoin · week of 2026-03-30 — bull 100% · 1 claims / 1 interviews “Bitcoin is on sale relative to gold and is cheaper than gold on a relative basis, making it an attractive asymmetric bet right now.”Bitcoin · week of 2026-06-01 — bull 100% · 1 claims / 1 interviews “The bitcoin thesis is not broken; the next runup will take bitcoin to $200,000 within the next year or two.”Bitcoin · week of 2026-06-15 — bull 100% · 3 claims / 1 interviews “Bitcoin has created genuine digital scarcity — 21 million coins, provably immutable, and has worked flawlessly for 16 years without being ha”Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26

Silver

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual Silver price.

10050010132Silver · week of 2025-09-08 — bull 100% · 2 claims / 1 interviews “Silver is in a decades-long cup-and-handle breakout, which implies a long way to run with targets of $50-$60-$70 this year.”Silver · week of 2025-10-13 — bull 100% · 1 claims / 1 interviews “Silver is in the heart of a bull market and will go to $60, $70, $80, $90, or $100 in the not-too-distant future.”Silver · week of 2025-11-03 — bull 100% · 3 claims / 1 interviews “Silver is the best leading indicator for precious metals stocks and will tell you how 'on' this move is.”Silver · week of 2025-12-29 — bull 86% · 7 claims / 1 interviews “Physical silver in Dubai is trading at $95/oz for immediate settlement, far above the futures price, indicating real physical tightness.”Silver · week of 2026-03-30 — bull 100% · 3 claims / 1 interviews “Silver physical market is extremely tight, with COMEX and LBMA inventories being drawn down at unprecedented rates and deliveries being take”Silver · week of 2026-06-01 — bull 100% · 1 claims / 1 interviews “Silver is a more interesting bet from an optionality point of view than gold right now, with price targets of $100-$200.”Silver · week of 2026-06-22 — bull 100% · 1 claims / 1 interviews “Silver miners are a screaming opportunity right now for those underallocated to the precious metals space.”Silver · week of 2026-06-29 — bull 100% · 2 claims / 1 interviews “Silver miners are deeply undervalued — down 50% from the peak while silver itself only retraced from $120 to $60, and these stocks will make”Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26
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